-84.6%
LZ vs VOO
+91.6%
-176.2%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.9% |
| 7D | -10.9% | -0.4% | -10.5% | -10.5% |
| 30D | +2.3% | -1.4% | +3.7% | +4.3% |
| 3M | +3.6% | +3.7% | -0.2% | -1.9% |
| 6M | -10.1% | +13.0% | -23.1% | -24.8% |
| YTD | -41.5% | +12.4% | -53.9% | -50.6% |
| 1Y | -44.0% | +18.6% | -62.6% | -56.3% |
| 3Y | -42.4% | +78.1% | -120.5% | -75.6% |
| 5Y | -83.5% | +82.3% | -165.7% | -93.3% |
| All | -84.6% | +91.6% | -176.2% | -94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling